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Rick Valente

AXA Advisors, LLC
Life, Disability & Annuity Insurance

Contact Information:

21955 Cypress Dr, Unit C
BOCA RATON, FL 33433
United States
T: 9546001733
naaip.org/rvalente

Years in Business:

 

8

Clients I'm Seeking:

 

I'm seeking clients that are looking to protect their assets in retirement and provide "no-risk" solutions to do that.

About My Business:

 

AXA Equitable is a world-wide, A+ rated insurance and financial services company and provides a wide offering of products, which are customized to fit the specific needs of the client. I provide the personal attention and advice to help the client understand the product they are considering and take the guesswork out of the equation. The focus of this practice is the protection of assets from taxation and shrinkage, in the distribution phase after retirement. This is accomplished through a unique structuring of assets, often requiring no "out-of-pocket" expense to the client.

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